Browses in the QAD .NET UI > Power Browses
Power Browses
A power browse can filter, sort, print, and graph data. Columns that cannot be sorted are generally non-indexed fields. Sorting by them degrades system performance. Component-based and non-component based browses share many of the same navigation features:
1 Use the navigation buttons to move through the records. The buttons from left to right move to the first set, previous set, next set, last set.
2 Drag columns by their headings to rearrange the display or click any column heading to sort in ascending order; click again to sort in descending order.
3 Blue text indicates a drill-down. Right-click any value to display associated links: either a more detailed browse, a related program, or an external Web page. This slide shows the drill-downs associated with the Order column.
Note: Component browse drill-down applies to the whole record not a field.
4 Use the Records per page drop-down to determine how many records display at one time in the browse. The default value can be set using the Rows Per Page setting in Tools|Options. (In QAD SE, the Max Browse Records field in User Options Maintenance does not apply to browses in the QAD .NET UI.) Some browse options are only available when displaying All.
Important: Attempting to display a large number of records at once can adversely affect performance. Instead, use search conditions to focus on specific records you want to review.
5 Click Clear All to clear browse results.
Browse Actions Menu
The Actions menu contains export and reporting options, as well as additional workflow and e‑mail options in non-component browses.
Select Chart or Grid View to toggle between viewing a chart or the grid view of a browse. If a chart has not been created for the browse, the Chart option is not available. Charts are set up using the Chart Designer on the Setup menu (see here for details).
Select to print the current browse. The system displays the standard Windows print dialog so that you can select a remote or local printer or print to file. When you print a browse, all columns in the browse are printed and scaled to fit the paper size of your printer.
Export to CSV
Exports the contents of the browse to a comma-separated-value (.CSV) file, which you can open in spreadsheet applications. The export includes only the columns that are marked as visible, so you can exclude columns from the export by hiding them in the grid.
Export to Excel/Export to PDF
Generates an Excel worksheet or a PDF file with the browse data.
Sends the current browse as link to a selected user using QAD’s internal messaging system. When the user double-clicks the link in the e-mail message, the browse is displayed.
Sends this browse as a program link using the client PC’s default e-mail system.
Generates a report of the current browse results.
Auto Go
Automatically refreshes the data in the browse at a user-specified rate.
Creating Excel Output From Browses
Click the Actions menu and choose Export to Excel.
The export creates three worksheets in an Excel workbook, which is opened for display.
Data. This page contains the actual data columns and headings from the printed browse.
Search Conditions.This page displays any search conditions used to filter the printed data. The conditions listed are field name, operator, value, and, for a range operation, the ending value.
Info. This page lists details about the report generation including the ID of the user generating the report, the date the report was generated, the name of the browse, and the browse program.
When you export data to Excel, any grouping is retained in the output.
Browse Report
The slide shows the output of a browse when Report is selected from the Actions menu. The data displays in a report viewer and can be printed as needed.
Browse Setup Menu
The Setup menu lets you access the Chart Designer discussed later (see here) and two reset options.
Choose Reset|Sort Columns to change the direction of all column sorts back to initial settings.
Choose Reset|Reset to Factory Settings to reset all aspects of the browse. Selecting this option changes the search criteria, the setting for number of records to view, and all aspects of the columns in the browse.
Note: A similar Reset to Factory Setting option displays when you right-click the column headings in a browse (see Right-Click Column Options). Choosing this option resets only changes made to columns such as size, order, and sort direction.
Filters and Operators
1 Filtering. If you are using a component browse and stored search criteria exist, you can select one by name from the drop-down list at the top of the search criteria. (See here for an example.) This sets up the filter criteria to produce preconfigured results. Otherwise (and always in a non-component browse), the search fields display with a default configuration.
Note: For non-component browses, you can save a browse configuration to your Favorites and use the preconfigured criteria.
Refine the search using combinations of filters and wild cards (* and . for Financials browses).
2 Search Operators. The various operators include equals, not equals, contains, range, starts at, greater then, less than, is null, and is not null. When an equal sign is displayed next to the field, you enter an exact matching value.
3 Search Variable Mode. By default, you specify values for the search, such as Sold-To equals C10553. You can also search on logical relationships such as Sold-To equals Ship-To. Click the green toggle symbol next to the Search field to toggle between search modes.
4 To refine your search further, click the plus (+) icon to add another search row. You can add as many rows as needed, each with different search values and operators. If you choose the range search operator, the second search box is enabled for the ending value of the range. Use the x button to remove search filters you no longer want.
Column Options
1 Change the column order by clicking the column header in the browse screen and dragging it to another position in the results list. The double red arrows appear when you can drop the heading in a new position.
2 Adjust the column size by clicking on the border of the column header and dragging that border to the left or the right.
3 Click the column header to sort all data in the result list on any of the columns. Click the header again to sort the data in reverse order.
4 When you are viewing all records (Records per page is All), each column header also features a drop-down filter option. Click the icon to display the available filters. In this example, you can filter Item Number by all (the default), blanks, non-blanks, or a specific item number. You can also select Custom, which displays a dialog for defining a custom query.
Right-Click Column Options
Right-click a column heading to display a list of options.
Use Autosize Columns to resize browse columns based on the size of the displayed data. By default, the browse displays with columns already autosized. If you turn this option off and manually adjust column sizes, your settings for each browse are retained between sessions. If a cell’s data exceeds the column width, three dots (...) are displayed on the right.
Use the Group By functions to create and manage custom views of the browse data. Group By functions are available only when all records are being viewed.
Use Summary to get a summary of the data in the browse column.
Use Hide Column to remove a column from display.
Use Reset to Factory Settings to return to the default column display settings. The search conditions, autosizing, page sizing, and chart definition are all reset.
Note: This Reset is a subset of the reset on the browse Setup menu, which resets all aspects of the browse.
Use Columns to display a list of all columns defined for the browse and toggle the show/hide settings. You can use this to restore a column that was previously hidden. This option displays the Column Maintenance screen, in which you select the columns to be displayed and the position in which they appear on the screen.
Use Properties to display technical information about the data in the column. This includes the name of the current program and the database table and field where the data for the column is stored.
Grouping Browse Results
This slide shows the result of grouping sales orders by Sold-To Each group can be expanded using the plus sign next to it. You can also add other columns to the grid to create a group hierarchy.
Group options are saved automatically in your last used settings, and can be reused when you open this browse again. You can also save these options as a stored search.
Add other columns to the grid to create a group hierarchy. Group options are saved automatically in your last used settings, and can be reused when you open this browse again. For component-based browse, you can also save these options as a stored search.
Summarizing Browse Results
The Summary right-click option lets you display summary information, depending on the column header you clicked. The option is context sensitive and displays choices based on the data you are viewing. For some columns, you can only summarize by count. But the Quantity Ordered column can be summarized by the total sum of ordered amounts, count, average, and the minimum and maximum amounts.
Displays the number of records
Displays a total sum of the open quantity
Displays the average of open quantity
Displays the lowest open quantity
Displays the maximum open quantity
You must be viewing all the records on the screen to use the Summary option. If there are more records than can be displayed, set Records per Page to All.
Note: You only see meaningful results if the operator you choose applies to the data type. For example, applying the average operator to a date column does not produce a meaningful result.
Minimum and maximum are useful with dates, and summary and average with numeric fields.